Sales commission software for financial advice and wealth firms
Adviser remuneration mixes initial and ongoing income with a heavy compliance burden — recurring trail and indemnity clawbacks make it one of the hardest commission models to run by hand.
How commission works in financial advice and wealth firms
Advisers typically earn an initial amount on new business plus ongoing/trail income as a percentage of funds under advice, often tiered by assets brought in. Much of the value is recurring, paid for as long as the client stays.
Where the spreadsheet breaks
Trail income is recurring and compounds across a growing book, and indemnity clawbacks mean that if a client cancels early, previously paid commission is reclaimed — all while the FCA expects a clean, defensible audit trail behind every figure.
How Commit handles it
Commit calculates commission on new business synced from HubSpot, with tiered rates, splits, a clawback when business is reversed after payment, and an audit trail behind every figure. It doesn't currently calculate ongoing trail as a percentage of funds under advice, so a firm whose adviser pay depends on trail should test its plan in the free trial first.
See it on your own plan
Commit models financial advice and wealth firms’ commission — thresholds, splits, clawbacks and all — and shows every rep exactly how their number was built.
Frequently asked questions
Can it handle recurring trail commission?
Not today. Commit calculates commission on business written, not ongoing trail as a percentage of funds under advice.
What about indemnity clawbacks?
If business is reversed after commission has been paid, Commit records a clawback against the original commission and keeps the record in the audit trail.
See commission software for other industries.